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Welcome to Legacy Financial Consulting Services!

The investment climate has never been more exciting or more challenging than it is today.

To take advantage of all available opportunities, investors need two things: an understanding of which investment products are most appropriate for their situation and a relationship with a trustworthy representative who has a clear understanding of their needs.

By keeping clients’ objectives in focus, staying in contact with them throughout all market conditions and making investment adjustments as economic or lifestyle conditions warrant, our office maintains a constant commitment to putting service first.

As a full-service brokerage office, we offer clients an assortment of quality, non-proprietary investments, including:

  • Equity, bonds, options, ETF's, Mutual Funds, Structured Products, and many other instruments
  • Retirement planning — to design an investment strategy to help you meet all of your retirement goals
  • Pension & 401(k) Rollover Planning & Account Management
  • Corporate and non-profit retirement plans including 401(k)'s, 403(b)'s, SIMPLE's, and SEP's
  • Variable and fixed annuities 
  • Life insurance — to take care of those you love after you have passed
  • College planning — long-term planning to ensure you’re ready when your children are
  • Long-term care — to ensure that you and your heirs are well cared-for
  • Long Term Health Care-to provide for costly health issues

If you would like any further information about these topics, or other areas of investing, please don’t hesitate to call or email our office. We can help you make sense of today’s investment climate.

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